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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,646 | $227,597-5.7% | $189,575+13.2% | $167,536+28.1% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.4%-22.9pp | 82.1%-26.6pp |
| Annual return | 24.02% | 78.44%-54.4pp | 64.19%-40.2pp | 478.82%-454.8pp |
| Employer contribution / active EE | $2,222 | $5,316-58.2% | $4,412-49.6% | $4,839-54.1% |
| Participant deferral / active EE | $2,571 | $7,002-63.3% | $6,174-58.4% | $6,342-59.5% |
| Admin fee / account holder | $449 | $11,877-96.2% | $9,806-95.4% | $12,315-96.4% |